Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
24yrs
Based in Boston, Massachusetts, Michelle Bedard is a fiduciary financial advisor with 24 years of industry experience. Michelle has been with Merrill since 2020. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 72% of advisors in Boston
Office100 Federal St, Boston, MA 02110
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowMerrillCurrent firm
Contact Michelle
Local office(617) 946-4000Ask for Michelle. (800) 637-7455Main office · New York, NY 100 Federal StBoston, MA 02110Office · Get directions
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Questions to ask Michelle
Tailored to Michelle’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michelle
How do I contact Michelle?
Call Michelle’s local office at (617) 946-4000 or the Merrill main office at (800) 637-7455, and ask for Michelle Bedard.
How long has Michelle been a financial advisor?
Michelle has been in the industry since 2002, about 24 years. More experience than 72% of advisors in Boston.
What licenses does Michelle hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Michelle a fiduciary?
Michelle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michelle paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Michelle for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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